A detailed history of Heritage Oak Wealth Advisors LLC transactions in Nvidia Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,322 shares of NVDA stock, worth $806,485. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,322
Previous 4,234 2.08%
Holding current value
$806,485
Previous $790 Million 2.03%
% of portfolio
0.3%
Previous 0.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026

BUY
$179.83 - $207.04 $15,825 - $18,219
88 Added 2.08%
4,322 $806 Million
Q3 2025

Oct 20, 2025

BUY
$153.3 - $186.58 $32,346 - $39,368
211 Added 5.24%
4,234 $790 Million
Q2 2025

Jul 15, 2025

SELL
$94.31 - $157.99 $28,293 - $47,397
-300 Reduced 6.94%
4,023 $636 Million
Q1 2025

Apr 28, 2025

SELL
$106.98 - $149.43 $8,986 - $12,552
-84 Reduced 1.91%
4,323 $469 Million
Q4 2024

Feb 05, 2025

SELL
$117.0 - $148.88 $4.31 Million - $5.48 Million
-36,826 Reduced 89.31%
4,407 $592 Million
Q3 2024

Oct 23, 2024

BUY
$98.91 - $134.91 $2.66 Million - $3.63 Million
26,898 Added 187.64%
41,233 $5.01 Billion
Q2 2024

Aug 28, 2024

BUY
$118.11 - $1224.4 $1.69 Million - $17.6 Million
14,335 New
14,335 $1.77 Billion

Others Institutions Holding NVDA

About NVIDIA CORP


  • Ticker NVDA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 2,492,000,000
  • Market Cap $465B
  • Description
  • NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise wo...
More about NVDA
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.